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- Financial And Estate Planning
- Life And Mortgage Insurance
- Group Employee Benefit Plans
- Mutual And Segregated Funds - RRSPs, RRIFs, RESPs
- Income Replacement - Disability And Critical Illness Plans
Dana E. Craft, BC Chartered Financial Planner
- Our relationship with our clients starts with development of a comprehensive financial plan to achieve their long-term financial goals. As part of this plan, we cover the investment, insurance, tax and estate planning aspects of each client's situation
- We strive to serve as our clients' chief financial advisor. As part of this role, if necessary, we coordinate the activities of existing professional advisors such as tax accountants and estate lawyers
- Our investment philosophy is essentially conservative in nature. Operating within each client's risk profile, an investment portfolio is structured which will achieve long-term growth without undue risk - as a result, our clients and we sleep soundly at night
- Tax planning and tax minimization is a key component of the financial plan for most clients. As part of the overall plan strategies such as income splitting, prudent use of leverage, and family trusts are evaluated
- Each client's account is monitored personally on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, each plan is reviewed annually and appropriate adjustments made
- We believe that the best client is one who is fully informed. As a result, we have a strong commitment to client communication through regular newsletters, seminars and guest speakers. In addition, we maintain a library of some of the very best books on personal finance, available for loan to all of our clients
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